Financial Advisor in Pleasanton

Pleasanton, California
Financial Advisors

Talk with a Financial Advisor in Pleasanton

Welcome!

Pleasanton Financial Advisors

If you are thinking about getting help mapping out your path to a financially secure future, you've come to the right place! All of us here at Edelman Financial Engines are committed to helping you reach your financial dreams. Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Pleasanton area.

We can't wait to meet you!

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology helps you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Address

4301 Hacienda Drive

Suite 100

Pleasanton, CA 94588

Phone

(925) 227-0555

Talk to us

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